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iShares S&P Natl AMTFr Mncpl Bd shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in iShares S&P Natl AMTFr Mncpl Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Natl AMTFr Mncpl Bd held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $367k 3.4k 107.60
2023-12-31 $370k 3.4k 108.41
2022-12-31 $343k 3.2k 105.52
2022-09-30 $7.4M 73k 102.58

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Shepherd Financial Partners

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
FMR
Envestnet Asset Management
Betterment
Creative Planning
Bank of New York Mellon
Jpmorgan Chase & Co
Wealthfront Advisers
Wells Fargo & Company
Charles Schwab Investment Advisory
Us Bancorp
Morgan Stanley
Northwestern Mutual Wealth Management Company
LPL Financial
Pnc Financial Services

View all funds holding iShares S&P Natl AMTFr Mncpl Bd